ROK icon

Rockwell Automation

1,137 hedge funds and large institutions have $30.8B invested in Rockwell Automation in 2023 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 418 increasing their positions, 359 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,137
Holders Change
+34
Holders Change %
+3.08%
% of All Funds
17.93%
Holding in Top 10
19
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+18.75%
% of All Funds
0.3%
New
105
Increased
418
Reduced
359
Closed
65
Calls
$127M
Puts
$119M
Net Calls
+$7.99M
Net Calls Change
-$51.7M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
901
CX Institutional
Indiana
$237K -$24.4K -74 -9%
GRP
902
Global Retirement Partners
California
$236K -$989 -3 -0.4%
HBT
903
Hills Bank & Trust
Iowa
$236K
EBT
904
Enterprise Bank & Trust
Massachusetts
$236K -$4.94K -15 -2%
PFA
905
Pure Financial Advisors
California
$235K
HP
906
Hilltop Partners
Indiana
$234K
PP
907
PDS Planning
Ohio
$232K +$232K +704 New
AI
908
Accredited Investors
Minnesota
$232K +$988 +3 +0.4%
FMTC
909
Farmers & Merchants Trust Company
California
$231K
FFM
910
Forum Financial Management
Illinois
$231K -$6.92K -21 -3%
PFA
911
Professional Financial Advisors
Nebraska
$231K +$231K +700 New
HTC
912
Haverford Trust Company
Pennsylvania
$230K +$230K +699 New
NFG
913
Nations Financial Group
Iowa
$230K -$2.64K -8 -1%
PAI
914
Pittenger & Anderson Inc
Nebraska
$229K
WCP
915
Welch Capital Partners
New York
$229K
TIM
916
Tevis Investment Management
Texas
$229K
H
917
HoyleCohen
California
$227K -$41.2K -125 -15%
STA
918
Summit Trail Advisors
New York
$227K +$227K +689 New
NB
919
NBT Bank
New York
$224K +$224K +680 New
BHBT
920
Burke & Herbert Bank & Trust
Virginia
$224K +$224K +680 New
TPCW
921
TD Private Client Wealth
New York
$223K +$2.97K +9 +1%
PCMC
922
Paragon Capital Management (Colorado)
Colorado
$222K +$222K +675 New
CFO
923
Callan Family Office
Pennsylvania
$222K +$222K +673 New
WAAG
924
Wealth Alliance Advisory Group
Kansas
$218K +$218K +661 New
LFAS
925
Level Four Advisory Services
Texas
$217K -$49.7K -151 -19%